AG

Aperio Group Portfolio holdings

AUM $33.8B
1-Year Est. Return 31.39%
This Quarter Est. Return
1 Year Est. Return
+31.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$27.8B
AUM Growth
+$2.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,397
New
Increased
Reduced
Closed

Top Buys

1
+$41.8M
2
+$38.2M
3
+$27.2M
4
VZ icon
Verizon
VZ
+$26.9M
5
CTXS
Citrix Systems Inc
CTXS
+$19.2M

Top Sells

1
+$53.1M
2
+$25.3M
3
+$17.7M
4
CUK icon
Carnival PLC
CUK
+$17.1M
5
LYB icon
LyondellBasell Industries
LYB
+$14.4M

Sector Composition

1 Technology 20.12%
2 Financials 16.78%
3 Healthcare 13.34%
4 Consumer Discretionary 9.48%
5 Communication Services 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1701
$602K ﹤0.01%
12,297
+727
1702
$601K ﹤0.01%
26,773
-8,862
1703
$600K ﹤0.01%
54,824
-18,368
1704
$600K ﹤0.01%
15,691
+212
1705
$599K ﹤0.01%
14,288
+243
1706
$599K ﹤0.01%
31,545
-1,027
1707
$599K ﹤0.01%
19,192
+5,035
1708
$599K ﹤0.01%
12,967
-1,818
1709
$596K ﹤0.01%
28,524
-887
1710
$595K ﹤0.01%
5,911
+147
1711
$595K ﹤0.01%
40,061
+9,398
1712
$593K ﹤0.01%
24,950
-996
1713
$593K ﹤0.01%
11,378
+3,029
1714
$592K ﹤0.01%
36,181
-23,721
1715
$592K ﹤0.01%
63,486
-869
1716
$585K ﹤0.01%
23,325
-713
1717
$585K ﹤0.01%
19,202
+3,080
1718
$584K ﹤0.01%
7,366
-263
1719
$583K ﹤0.01%
13,348
-2,550
1720
$581K ﹤0.01%
28,166
+918
1721
$581K ﹤0.01%
14,318
-229
1722
$581K ﹤0.01%
71,831
-16,710
1723
$580K ﹤0.01%
4,801
-3
1724
$579K ﹤0.01%
23,237
+2,219
1725
$578K ﹤0.01%
22,870
-37
67 68
69
70 71